Calculator assumptions
What this estimate includes
This calculator applies one simple annual matching formula to the eligible pay, contribution rate, employer match rate, and employer cap you enter.
Included
One annual matching rate, one contribution cap, and the eligible pay you enter.
Not included
Tiered formulas, vesting, per-paycheck matching, true-ups, taxes, fees, limits, or investment returns.
Educational estimate: Calculator results are illustrative and are not individualized financial, investment, tax, or legal advice. Your plan documents govern the actual result.